Michael Stevens, financial advisor Lehi UT
95 score

Michael Stevens

CRD Number: 5930565
Current Firm: Retirement Wealth Advisors, Inc.

Michael Stevens (CRD# 5930565) is an Investment Advisor Representative working at Retirement Wealth Advisors, Inc. in Orem, UT and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Retirement Wealth Advisors Crem, UT Oct 2014 - Current 2
Cetera Advisors LLC Denver, CO Oct 2013 - Current 3
Sammons Securities Company, LLC Ann Arbor, MI Jun 2011 - Current 5
Capital Wealth Advisors Lehi, UT Jan 2010 - Current 6
Pinnacle Security Orem, UT Sep 2005 - Current 11
Exam Code Name Passed Date
S6 Investment Company and Variable Contracts Products Representative Examination (IR) Aug 2011
S63 Uniform Securities State Law Examination Sep 2011
S7 General Securities Representative Examination (GS) Jul 2013
S66 NASAA Uniform Combined State Law Examination Oct 2014
Contact Info for Michael Stevens
By the Numbers
  • Total Assets Under Management
    665
    MILLIONS
  • Total Number of Accounts
    5,954
    ACCOUNTS
  • Average Account Value
    $111,674
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
95
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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